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Genworth (GNW) Added $500M to its Repurchase Authorization. Can Enact (ACT) Capital Returns Fund the Buybacks?
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Solaris Energy (SEI) Rockets 16% on Upbeat H2, Hedge Fund Holdings Jump
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Capital Southwest (CSWC) Expanded its Revolver to $595M and Cut the Spread to 2%. Will Cheaper Capacity Outweigh Credit Risk?
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Zscaler (ZS) Reported Revenue and ARR Growth While Planning Workforce Reduction
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Planet Labs (PL) Reported 58% Revenue Growth. Can Backlog Conversion Sustain Profitability?

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Small Caps Watch: Small Caps steadies as critical minerals and energy projects advance
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Cisco Systems Sees AI Agents Fueling a Multi-Year Networking Boom
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Why a 64-Year-Old Couple Is Draining the Larger 401(k) First to Keep the Survivor Out of the 32% Bracket
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Why Delek Holdings Stock Triumphed on Tuesday

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Constellation Energy’s Biggest AI Power Deal Doesn’t Start Paying Until June 2027
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STX Stock: The Math Hidden In Its Price

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Review & Preview: A Slippery Start to Fall
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Can SanDisk Stock Keep Climbing When It Cannot Make Enough To Sell?

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Florida Caps Property Tax Hikes at 3% a Year for Longtime Homeowners. Buyers Moving In From New Jersey Get Reassessed at Full Market Value the Next January 1
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Why Braze Stock Tumbled by Over 5% on Tuesday

Markets & Economy
Debt collection agency fails to pay debts, files Chapter 11
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Iran War Has Cost Americans Over $100 Billion in Higher Energy Costs
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Bill Ackman Sold His Remaining Alphabet Shares and Bought This Streaming Stock
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Druckenmiller Exited Micron and Bought Alphabet. The AI Risks Moved With Him
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‘I Should’ve Learned Options Sooner,’ Says a Day Trader. She Put Them Off for Years Because They Seemed Too Confusing
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China IPO Frenzy Nets Lucky Few Six Months’ Pay in One Day
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Strategy just dropped $250 ‘Bitcoin’ Jordans with one big catch
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Microsoft’s ‘Useful Yield’ Test Raises the Stakes for NVIDIA’s AI Economics
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Preliminary Agenda: 6th Palm Beach CorpGov Forum Nov 4-5 with Activism, Sports, VC
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They Bought a Joint Annuity at 67 With $400,000 From His 401(k). The $2,100 Check Is Guaranteed for Both Lives, and So Is the Tax on It

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Deadline for $50M Disney settlement is here. How to claim your share
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How Prologis Conquered The World
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Dycom Industries Director Fallon Purchases 700 Shares for $201,000

Markets & Economy
Goldman Sachs Just Added Vertex Pharmaceuticals to Its Conviction List. Here’s the Bull Case for the Big Biotech Stock
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nCino’s 2026 Outlook: AI-Driven Agentic Workflows Drive Sustainable Profitability
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